Janis Halteman is a financial advisor with Commonwealth Financial Network based in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been affiliated with Stoneburner & Frank Wealth Management Group, Ltd. and Commonwealth Financial Network since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Michael Welch is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cadaret Grant & Co., Inc. and Cco Investment Services Corp. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Steven Gress is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 18 years of industry experience. He has been with Huntington since 2008 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary private bank models.

Mark Wakeland is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include positions at Wesbanco Securities Inc, PNC Investments, LLC, and JP Morgan. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank strategies, with services delivered through National Financial Services.

Teresa Owsley is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Stratos Wealth Partners since 2015 and has also worked with LPL Financial since 2012. Stratos Wealth Partners provides advisory services to a diverse clientele, including individual investors, trusts, charitable organizations, corporations, and institutional clients, using an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios. The firm emphasizes active monitoring and asset allocation across multiple custodians and offers a range of affiliated and third-party advisory solutions.

Susan Robenalt is a financial advisor with LPL Financial and Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with LPL Financial and Stratos Wealth Partners since 2010. Robenalt also engages in non-variable insurance activities through Vanbridge. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Michael Caligiuri De Jesus is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Stratos Wealth Partners, Ltd., where he has worked since 2025. Prior to that, he held roles at Caligiuri Financial and Hamilton Capital Management Inc. In addition to his advisory work, he provides tax preparation services through Caligiuri Financial LLC during tax season. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of investment and financial planning solutions using an open-architecture approach that integrates external platforms and both advisor-managed and model-based strategies.

Matthew Terwilliger is a financial advisor with Sanctuary Advisors, LLC in Dublin, OH, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for nearly a decade. Terwilliger serves as a board member of The O Foundation, which supports Ohio State University student athletes in charitable activities, and is treasurer and board member of the Upper Arlington Basketball Club, a youth sports organization. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients including individuals, corporations, and charitable organizations. The firm supports independently registered advisors who employ diverse investment strategies and offers services such as portfolio management, retirement plan consulting, and the use of sub-advisers and model portfolios.

Bryan Foster is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Brookstone since 2018 and also owns BFFinancial, where he matches clients with insurance products aligned to their financial and life goals. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Christopher Wilson is a financial advisor with Eagle Strategies (NY Life) based in Dublin, Ohio. He holds Series 66 and Series 63 licenses and has 17 years of industry experience. Wilson has been associated with Eagle Strategies since 2023 and with New York Life and Nylife Securities since 2008. Outside of his advisory work, he volunteers as an assistant baseball coach. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives and works extensively with defined contribution and defined benefit plans, emphasizing non-discretionary asset management.

Justin James is a financial advisor with Fifth Third Securities, Inc. in Columbus, OH, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Fifth Third Securities and its affiliated entities since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, corporate clients, and institutional investors. The firm’s platform offers multiple discretionary managed-account options and incorporates features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of established clearing and advisory platforms.

Jason Gaylor is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers and model portfolios supported by firms such as Fidelity, BlackRock, and Goldman Sachs.

Jacob Stoneburner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. He has worked at Commonwealth since 2017 and previously had a one-year tenure with the New Orleans Saints. Outside of advising, he contributes to Letterman Row, a sports commentary media platform. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm offers a comprehensive adviser-support platform including managed account programs, access to third-party asset managers, and various investment options.

Jeffrey Kirk is a financial advisor at Principal Financial Services with 24 years of industry experience. He has been associated with Dostal & Kirk Inc. since 2010 and Principal Life Insurance since 2007. In addition to his advisory role, Kirk serves as a non-officer board member of the Wedgewood Golf and Country Club in Powell, Ohio. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Dennis Meadors is a financial advisor with D.A. Davidson & Co. in Dublin, Ohio. He holds the Series 63 designation and has 40 years of industry experience. Meadors has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Erik Brown is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life) in Dublin, OH. He has been with Eagle Strategies since 2014 and has prior experience with Nylife Securities LLC and New York Life Insurance Co. In addition to his advisory role, he is appointed with outside insurance carriers for brokering non-registered investment-related insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, offering a range of program types tailored to client objectives. The firm manages the majority of its assets on a non-discretionary basis and works within an integrated New York Life affiliate structure.

Jody Henley is a financial advisor with Independent Financial Partners, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Independent Financial Partners in 2017, Henley worked at LPL Financial and Axa Advisors. Henley is also Chief Operating Officer and Director of Client Experience & Digital Outreach at Advanced Strategies Group, LLC. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

M Will is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2011. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Eric Cedor is a financial advisor at Creative Planning with the designations ChFC® and Series 66, and 10 years of industry experience. Prior to joining Creative Planning in 2024, he worked at Guardian Life Insurance Company, Park Avenue Securities, and Valley National Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, managing approximately $295.6 billion in assets. The firm emphasizes a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Arron Miller is a financial advisor with Kestra Advisory and holds a Series 66 designation. He joined Kestra in 2025 and previously worked in the pharmaceutical industry with firms including Amgen and Salix Pharmaceuticals. Outside of advisory services, Miller is involved in real estate investment through several entities focusing on property repairs and resales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, benchmarking, and a range of investment management solutions supported by due diligence, serving clients such as large institutional investors and sovereign wealth funds.